See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,518 | $105,181-87.1% | $159,436-91.5% | $85,850-84.3% |
| Participation rate | 91.3% | 75.8%+15.5pp | 82.8%+8.5pp | 69.3%+22.0pp |
| Annual return | 13.87% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,134 | $3,318-65.8% | $4,829-76.5% | $2,565-55.8% |
| Participant deferral / active EE | $3,294 | $5,945-44.6% | $7,352-55.2% | $3,952-16.6% |
| Admin fee / account holder | $94 | $6,933-98.6% | $10,799-99.1% | $6,260-98.5% |